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Bloomberg Businessweek
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Navigating Ownership and Succession in Wealth Management
This chapter explores the realm of ownership and succession planning in wealth management, focusing on private equity deals and the challenges faced by aging boomers looking to sell their businesses. It delves into the complexities of valuing businesses in the industry and the pressure on private equity firms to make exits. The conversation highlights trends in the wealth management business, the importance of finding the right partners, and the role of artificial intelligence in enhancing client-advisor interactions.
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